Wealth Advisor for Bank Clients & Planning

Cetera Financial Group; San Antonio (TX); On-site; USD 44,000 - 150,000; Full time

Benefits offered by this job

Paid Vacation/Sick Time

401K with Company Match

Medical, Dental and Vision Benefits

Disability Benefits

Health Savings Account

Flexible Spending Account

Life Insurance

Employee Assistance Program

Job summary

Regions Bank in Texas seeks a Financial Advisor to build a portfolio of bank customers, delivering tailored investment guidance and financial planning services. You will identify opportunities, grow a client network, and perform portfolio reviews while ensuring compliance with regulations.

Ideal candidates have strong relationship skills and relevant licenses, with a path to incentive-based earnings. Regional onboarding supports growth in a collaborative banking environment.

Qualifications

• High School Diploma or GED.
• Requires Series 7 and Series 63/65 or 66.
• Life Insurance license must be obtained within 60 days from employment start date.
• Preferred: CFP, ChFC and Certified Retirement Specialist.

Responsibilities

• Provides a broad range of investment solutions and products to help meet customer goals and offer in-depth guidance through Financial Planning services.
• Identifies and follows up on opportunities to establish customer relationships including prospecting, lead utilization, and local market/community involvement.
• Builds and maintains a strong client network and pipeline.
• Provides and demonstrates expert-level portfolio planning skills and comprehensive industry and investment knowledge.
• Conducts and/or participates in investment performance and relationship reviews.
• Keeps junior staff informed about investment products and opportunities.
• Adheres to compliance requirements and follows corporate and industry protocols.

Skills

Series 7

Series 63

Series 65

Series 66

Life Insurance License

Job description

Regions Bank in Texas seeks a Financial Advisor to build a portfolio of bank customers, delivering tailored investment guidance and financial planning services. You will identify opportunities, grow a client network, and perform portfolio reviews while ensuring compliance with regulations.

Ideal candidates have strong relationship skills and relevant licenses, with a path to incentive-based earnings. Regional onboarding supports growth in a collaborative banking environment.